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In part one of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which subscription video-on-demand (SVOD) platform Apple will likely buy, where metaverse playgrounds will spring up, and what the ruling between Google and the US Department of Justice will be. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

Netflix will generate more than $14 billion in US OTT subscription revenues this year, more than any other company. Disney will come closest to Netflix, but that鈥檚 after Disney+, Hulu, and ESPN+ revenues are combined. Netflix will account for more than one-fifth of total OTT subscription revenues this year; no other service comes close.

32% of US adults are watching subscription video-on-demand (SVOD) services less because they are watching more on free streaming services, per a July 2023 Aluma Insights survey. For 34% of US adults, viewing behaviors across streaming services haven鈥檛 changed as a result of free streaming services.

Article: The US streaming ad market diversification story, as told by Netflix, Disney+, and Peacock. Methodology: Estimates are based on the analysis of survey and traffic data from research firms and regulatory agencies, sales projections, historical trends, company-specific data, and demographic and socioeconomic factors.

In the US, 77% of TV-owning households had a smart TV as of Q1 2023, according to Hub Research. Connected TVs, which include smart TVs, streaming sticks, and other devices, will be used in 115.1 million households next year, more than double the number of traditional pay TV households, according to our forecast.

At the same time, other streaming services with ad plans鈥攊ncluding Hulu, Disney+, Paramount+, and Peacock鈥攚ill see net growth in their viewership through 2027. The ads have it. AVOD services added 11.9 million viewers in 2022, with free premium video streaming services tacking on another 5.6 million.

Latin America鈥檚 digital economy is proving resilient despite macroeconomic headwinds. In 2023, marketers and advertisers will focus on reaching consumers across retail media, livestreaming ecommerce, and ad-supported video streaming.

Warner Bros. Discovery ends new Sesame Street production deal: Show plans format changes as streaming platforms shift away from children's content.

Why it matters: YouTube's living room success is reshaping the streaming landscape. The platform has cemented its evolution from a mobile-first service to a legitimate competitor to linear TV. Traditional pay-TV providers face increasing pressure from YouTube's expansion. The platform's success spans multiple formats, from sports to podcasts to music.

Wall Street has been pushing media companies to separate struggling linear networks from streaming operations. This restructuring positions WBD to better compete as viewing habits continue shifting toward streaming. Zooming out: Legacy media firms are making major changes as they embrace streaming in a bigger way.

CNBC+ is the latest attempt to bring news networks into streaming: The streaming service will launch in early 2025 as Comcast prepares to separate linear, digital assets.

Streaming and theaters converge: Hybrid release strategies redefine holiday entertainment, with Amazon and Netflix building awareness through box office hits.

After a slew of technical failures during November's Mike Tyson vs. Jake Paul boxing match live stream, advertisers are more aware than ever of what can go wrong during a popular event. And with Netflix's "NFL Christmas Gameday" just around the corner, which will feature Beyonc茅 performing during the Ravens vs. Texans halftime show, brands can strategize to make the most of a potential broadcast outage.

This sponsored article by FreeWheel will explore ad-supported streaming.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

However, subscriber growth figures will be low from now on, as subscription cost fatigue is hitting digital audio the same way it鈥檚 hitting OTT video streaming services. Click here to view our full forecast for US paid digital audio subscribers. Spotify has the most paying subscribers, and Apple scores highly by default.